Meld Financial, Inc.

Meld Financial, Inc. (CRD# 118896) is a financial advisory firm headquartered in Birmingham, AL. They manage $594,413,274 in 1,646 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
3008 Pump House Rd., Birmingham, AL 35243
https://www.linkedin.com/company/1658895/admin/feed/posts/
By the Numbers
  • Total Assets Under Management
    594
    MILLION
  • Total Number of Accounts
    1,646
    ACCOUNTS
  • Average Account Value
    $361,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA

Financial Advisors at Meld Financial, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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